Filed February 29, 2024 (most recent of 10 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP5+ years Service code 12 · EIN 06-1053228 | Claims processing; Sub-transfer agenc... | $14,268 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,104 | $88,515-9.5% | $162,163-50.6% | $67,579+18.5% |
| Participation rate | 100.0% | 86.8%+13.2pp | 87.6%+12.4pp | 71.3%+28.7pp |
| Annual return | 24.73% | 27.04%-2.3pp | 115.59%-90.9pp | 378.56%-353.8pp |
| Employer contribution / active EE | $4,951 | $3,563+38.9% | $5,614-11.8% | $2,148+130.5% |
| Participant deferral / active EE | $4,699 | $5,724-17.9% | $7,298-35.6% | $3,539+32.8% |
| Admin fee / account holder | $160 | $124+29.4% | $10,843-98.5% | $142+12.5% |